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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Are US stocks and their CDRs unrelated for Canadian tax purposes?
Read Answer Asked by brent on July 21, 2025
Q: Hi a follow up to my previous question.
What do you believe as the best buying opportunity in the “US market” these days? 1 small cap stock 1 mid cap stock 1 large cap stock 1 ETF Thank you

Read Answer Asked by Nick on July 21, 2025
Q: I am building a small non-registered portfolio to provide income with modest capital appreciation. Your thought on these 4 ETFs or other suggestion.
Read Answer Asked by Roy on July 21, 2025
Q: This stock lost about 60% in 2 days after they failed to reach a settlement with the U.S. EPA and now will have to go to court,I think I read their copper reserves there are one of the biggest reserves in the world,very bigly,I’m surprised Trumps henchman couldn’t get that pushed through,do you think there’s any value waiting and how long might that be..your thoughts on the project going forward thanks in a bigly way lol
Read Answer Asked by Greg on July 21, 2025
Q: Can I ask you to comment on these three favourites with your best guess on the potential impact of AI on their future growth and earnings? I'm guessing based on previous comments that if ZDC is already using AI it will probably be net positive. For PNG possibly the same? But in the recent 5i report on KSI one of the potential risks listed was if a major customer developed their own in-house solutions….one could see how AI might facilitate that and end up being a net negative for KSI? Just curious if you have any thoughts or have picked up anything from any public comments from any of these companies? Thank you.
Read Answer Asked by Stephen R. on July 18, 2025
Q: If you were setting up a diversified unregistered account for yourself from scratch using US ETFs today, for a long-term hold:

How would you approach this?
What would ETFs would you pick?
What percentage would you put in each?

Please charge multiple questions as needed. Thanks very much.
Read Answer Asked by Chris on July 18, 2025
Q: Recently signed up for portfolio analysis. Trying to sort it out. Confused by the Gain $ and % columns in the portfolio details. Is this overall gain of company since inception? Numbers don't match my inputs. What are these numbers related to. Intraday numbers I understand. any option to have purchase date of stock inputed to give P&L of investment. Maybe I am missing something. thanks
Read Answer Asked by Dale on July 18, 2025
Q: Joby and Ramaco are each enjoying extreme price movements but for different reasons. Joby is partly owned by Baillie Gifford and Toyota; however, Ramaco has a fundamental history of success from its metallurgical coal operation. Which would be your choice for a speculative 5% purchase in an otherwise diversified portfolio?
Read Answer Asked by David on July 18, 2025
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